David Edwards of Heron Financial Group, LLC

March 7, 2016
Hosted by Jordan Goodman

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Guest Information

 

Episode Description

David Edwards is President and Wealth Advisor of the New York City-based Heron Financial Group, which he founded after previous associations with Morgan Stanley, J.P. Morgan Securities and Nomura Securities. The firm is a Registered Investment Advisor serving 95 families in the United States and Europe with financial planning, investment management and estate planning. Their discretionary accounts use a number of platforms that make it possible to provide individual clients with suitable portfolios that grow through asset allocation even when market conditions are adverse. Custom portfolios do not provide a meaningful comparative performance metric and are not reported. But using Heron's " 3-Bucket Retirement Income Strategy," not a single retired client depending on their portfolios has ever had a reduction in their monthly draw. Edwards also talks about the economic outlook, bonds, elder care, and market history as an antidote to jitters.

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Jordan Goodman

Jordan Goodman

Jordan Goodman has a mission: to help everyone do better with money. Since graduating the Columbia University School of Journalism in 1977, he has spent the past 32 years combing the country to find the very best ways to help consumers make and save money and then sharing these gems with the public. As a staff writer/reporter at MONEY Magazine for 18 years, a weekly commentator on NBC News at Sunrise and Public Radio’s Marketplace Morning Report, and through his 12, soon to be 13 highly respected books, and his website www.moneyanswers.com, he has provided useful, common-sense information to the public. Some of his better-known books include Fast Profits in Hard Times, Everyone’s Money Book, the Dictionary of Finance and Investment Terms and Master Your Money Type. Jordan is a rare combination: someone who possesses not only encyclopedic knowledge about every area of personal finance but also a passion for helping his listeners not only to get educated but to take action to help their dreams become realities.

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